SIMPLIFY HEDGED EQUITY ETF
Symbol: HEQT
Exchange: NYSE
Sector: Technology
Category: Equity Hedged
Inception date: 01/11/2021
Latest date: 03/06/2026
Current price: $33.53
Expense ratio: 0.43%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
1.79%
Ann. -33.89% (Sharpe / Sortino numerator)
Volatility
11.95%
Sharpe ratio
-3.140
VaR 95%
-1.09%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
4.20%
Ann. -9.00% (Sharpe / Sortino numerator)
Volatility
9.27%
Sharpe ratio
-1.362
VaR 95%
-1.06%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
5.64%
Ann. 0.92% (Sharpe / Sortino numerator)
Volatility
8.02%
Sharpe ratio
-0.338
VaR 95%
-0.97%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
14.90%
Ann. 10.10% (Sharpe / Sortino numerator)
Volatility
8.48%
Sharpe ratio
0.763
VaR 95%
-0.94%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
26.54%
Ann. 10.30% (Sharpe / Sortino numerator)
Volatility
8.70%
Sharpe ratio
0.767
VaR 95%
-0.99%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
45.69%
Ann. 12.23% (Sharpe / Sortino numerator)
Volatility
7.95%
Sharpe ratio
1.082
VaR 95%
-0.80%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Daily returns for period 12M
Daily simple returns from the same adjusted closes used by the performance chart: 03/06/2025 - 03/06/2026.
Average daily return
0.056%
Best day
2.008%
Worst day
-1.407%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 03/06/2026 | $33.60 | $33.60 | $33.46 | $33.53 | 31,200 |
| 02/06/2026 | $33.46 | $33.60 | $33.46 | $33.55 | 293,300 |
| 01/06/2026 | $33.52 | $33.57 | $33.49 | $33.51 | 38,300 |
| 29/05/2026 | $33.54 | $33.54 | $33.47 | $33.47 | 45,500 |
| 28/05/2026 | $33.35 | $33.48 | $33.35 | $33.47 | 44,200 |
| 27/05/2026 | $33.32 | $33.42 | $33.32 | $33.36 | 60,100 |
| 26/05/2026 | $33.34 | $33.41 | $33.34 | $33.36 | 22,300 |
| 22/05/2026 | $33.28 | $33.36 | $33.27 | $33.28 | 35,500 |
| 21/05/2026 | $33.14 | $33.31 | $33.14 | $33.26 | 35,700 |
| 20/05/2026 | $33.10 | $33.27 | $33.10 | $33.22 | 26,100 |